Commentary: Prospective

The Final Act Will Play Out Pt. 8

Posted: August 18, 2020

We see a move to higher interest rates by the Fed. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the right. Larry Morris serves as a senior advisor and consultant to Bancroft Capital […]

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The Final Act Will Play Out Pt. 7

Posted: August 13, 2020

We see an economy too leveraged to resolve the debt structure without a liquidity event on the horizon. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the right. Larry Morris serves as a […]

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The Final Act Will Play Out Pt. 6

Posted: August 11, 2020

We see an acceleration of various trade wars with the United States. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the right. Larry Morris serves as a senior advisor and consultant to Bancroft […]

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The Final Act Will Play Out Pt. 5

Posted: August 6, 2020

We see that the cyclical timeline supports the potential for a market disruption to occur, both in equity and fixed income. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the right. Larry Morris […]

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The Final Act Will Play Out Pt. 4

Posted: August 4, 2020

We see support from several generational theories for major disruptions in the equity and bond markets during this time frame. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the right. Larry Morris serves […]

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The Storm is Coming

Posted: July 28, 2020

We can see the winds of change are here today. Beginning as a breeze, the storm is quickly approaching. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the right. Larry Morris serves as […]

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Convergence of Generational Cycles

Posted: July 23, 2020

The convergence of generational cycles you have read about from us in the past supports the changing paradigm predicating this populist shift, stemming from the high levels of income inequality. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete […]

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Central Banks Losing Control

Posted: July 21, 2020

As the ability of Central Banks to control the world economies wanes, more extreme ideas on how to stabilize the economic landscape will arise. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the […]

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Post-Election Instability

Posted: July 16, 2020

As instability increases after the election, the realities of a no win currency war will emerge. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the right. Larry Morris serves as a senior advisor […]

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7 Year Cycle – Fixed Income Sell-Off

Posted: July 14, 2020

Evidence suggests, from a historical perspective, that approximately every seven years we undergo a substantial sell-off in fixed income prices. Read more… The full article is published in Bancroft Capital’s “View from the Bleachers” Newsletter by Larry Morris. For access to the article, please complete the Article Access form on the right. Larry Morris serves […]

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